Better mass interaction query/report functionality. (Like having a report column for MI Notes)

I understand how to query on Mass Interactions and get them to show in a customer report, however the column options for this are very limited. There is a column for first, last and all interactions, but nothing to let you see the specific MI you're querying on. There also isn't a column option for MI Notes, but makes things awkward because that's where the UDF information was moved to when journal contacts were transferred to MI.

 

If this functionality is here to stay it needs to be more flexible and easy to query and report on like contact journal entries are. If possible adding a query Data return Type for Mass Interaction would be perfect!

  • Guest
  • Nov 22 2018
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  • Guest commented
    January 09, 2019 16:43

    Agreed. A Preview or a Report that can only show the first, last and all interactions doesn't help me when I'm trying to show a list of all accounts that have received a thank you letter and the date on which the letter was mailed. Mass interactions query/report is fairly useless for me without a significant amount of manual editing.